by Sarah Davis | Mar 2, 2023 | Episodes
On February 21st, 2023 Liz and Heather were joined by Ian Vacin of Karbon for a Campfire Chat about the Art & Science of Decision Making. Ian is the co-founder and Chief Partnerships Officer of Karbon! Ian was also Heather’s mentor when she first started off...
by Sarah Davis | Jun 1, 2022 | Episodes, News
Is “waiting on clients” creating havoc with your workflow? Gathering answers and collecting documents from your clients is a critical part of your workflow. When clients don’t respond, your workflow is interrupted, and you end up wasting valuable time re-sending...
by Sarah Davis | Apr 27, 2022 | Episodes, Featured App
Accountants and bookkeepers are facing significant pricing pressure, seldom earning what they deserve…or even what they need. This crippling pricing pressure prohibits practices from creating models that scale, exhausts small practices with overworked and...
by Sarah Davis | Apr 13, 2022 | Episodes, News
It was the highlight of the day to be able to play with LiveFlow and see all of the features it has to offer! We, as accountants, want to see data a certain way that makes sense to us so that when we go to the client we can present to them in an understandable way....
by Sarah Davis | Apr 13, 2022 | Episodes, News
We all know eCommerce is not an easy gig which is why we were so excited to have Stephen Lester join us to talk about the great benefits of using Commerce Sync! A lot of our clients have decided to sell online due to the pandemic and so here we are trying to figure...